Investment Consultant

Investment Consultant

A person or business that provides long-term investment advice to a client in exchange for a fee. Generally speaking, investment consultants interact directly with a client e.g. by managing assets and/or making specific recommendations in accordance with the client's long-term investment goals. Investment consultants are a type of investment adviser, and as such, if they manage more than a certain amount of money, they must register with the SEC. See also: Investment Advisers Act of 1940.

The balance of money and other assets investors entrusted investment funds and other investment consultant firms with managing reached the middle of the 140 trillion yen level as of March 31, the highest-ever on record, officials at an industry group and other entities said Wednesday.

The AICPA Member Retirement Trust program is a low-cost alternative that provides a master plan and trust document overseen by the AICPA Member Retirement Committee, more than 20 investment fund choices selected by an investment consultant for the AICPA, and centralized administration by Nationwide Financial.

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